Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/9 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 470
- 較 2022 年第 4 季 +12
- 總值
- $4.84 億
- 較 2022 年第 4 季 +$1,182 萬 (+2.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| URIUnited Rentals, Inc. | COM | 624 | $24.7 萬 | 0.1% | −126−16.8% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,351 | $24.8 萬 | 0.1% | −55−3.9% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 3,624 | $24.9 萬 | 0.1% | −56−1.5% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 6,448 | $24.9 萬 | 0.1% | +849+15.2% | 加碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 3,917 | $25.0 萬 | 0.1% | −14−0.4% | 減碼 | 歷史 |
| AGMFederal Agricultural Mortgage Corp | CL C | 1,883 | $25.1 萬 | 0.1% | −240−11.3% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 7,113 | $25.3 萬 | 0.1% | +1,087+18.0% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 3,137 | $25.3 萬 | 0.1% | +3,137 | 新進 | 歷史 |
| GPNGlobal Payments Inc | Stock | 2,421 | $25.5 萬 | 0.1% | +150+6.6% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,852 | $25.7 萬 | 0.1% | −265−6.4% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 2,301 | $25.9 萬 | 0.1% | +84+3.8% | 加碼 | 歷史 |
| AMXAmerica Movil SAB de CV | SPON ADS RP CL B | 12,299 | $25.9 萬 | 0.1% | −353−2.8% | 減碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 6,603 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RPMRPM International Inc | COM | 2,984 | $26.0 萬 | 0.1% | +138+4.8% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,369 | $26.2 萬 | 0.1% | +5,369 | 新進 | – |
| ENBEnbridge Inc | Stock | 6,880 | $26.2 萬 | 0.1% | +48+0.7% | 加碼 | 歷史 |
| Advisorshares Tr00768Y206 | DORSEY WRIGT ADR | 5,504 | $26.3 萬 | 0.1% | −188−3.3% | 減碼 | – |
| HIGHartford Insurance Group, Inc. | Stock | 3,776 | $26.3 萬 | 0.1% | +89+2.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 8,412 | $26.5 萬 | 0.1% | −2,193−20.7% | 減碼 | – |
| MSCIMSCI Inc. | Stock | 473 | $26.5 萬 | 0.1% | +24+5.3% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 3,143 | $26.6 萬 | 0.1% | +190+6.4% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 1,079 | $26.6 萬 | 0.1% | +81+8.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 848 | $26.7 萬 | 0.1% | −102−10.7% | 減碼 | 歷史 |
| SHELShell plc | ADR | 4,680 | $26.9 萬 | 0.1% | +183+4.1% | 加碼 | 歷史 |
| ProShares Tr74347G606 | S&P TECH DIVIDEN | 4,405 | $26.9 萬 | 0.1% | +648+17.2% | 加碼 | – |
| WELLWelltower Inc. | REIT | 3,759 | $26.9 萬 | 0.1% | −449−10.7% | 減碼 | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 7,865 | $27.0 萬 | 0.1% | +311+4.1% | 加碼 | 歷史 |
| OZKBank OZK | COM | 7,907 | $27.0 萬 | 0.1% | −1,000−11.2% | 減碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 10,630 | $27.1 萬 | 0.1% | 00.0% | 不變 | – |
| YUMYum Brands Inc | Stock | 2,058 | $27.2 萬 | 0.1% | +2,058 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,461 | $27.2 萬 | 0.1% | −1,155−44.2% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 3,341 | $27.3 萬 | 0.1% | −67−2.0% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 2,791 | $27.3 萬 | 0.1% | +23+0.8% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 2,427 | $27.4 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,446 | $27.6 萬 | 0.1% | +313+14.7% | 加碼 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 2,159 | $27.6 萬 | 0.1% | +69+3.3% | 加碼 | 歷史 |
| SSTKShutterstock, Inc. | COM | 3,808 | $27.6 萬 | 0.1% | −652−14.6% | 減碼 | 歷史 |
| KKellanova | Stock | 4,136 | $27.7 萬 | 0.1% | +218+5.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 9,790 | $28.0 萬 | 0.1% | +9,790 | 新進 | – |
| KNSLKinsale Capital Group, Inc. | Stock | 932 | $28.0 萬 | 0.1% | +932 | 新進 | 歷史 |
| AGNTAGNT, Inc. | COM | 22,187 | $28.2 萬 | 0.1% | +4,069+22.5% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 1,920 | $28.2 萬 | 0.1% | +8+0.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 9,597 | $28.2 萬 | 0.1% | +2,131+28.5% | 加碼 | – |
| BIIBBiogen Inc. | COM | 1,018 | $28.3 萬 | 0.1% | +67+7.0% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,112 | $28.4 萬 | 0.1% | +21+1.9% | 加碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 40,336 | $28.4 萬 | 0.1% | +1,779+4.6% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 4,407 | $28.5 萬 | 0.1% | +27+0.6% | 加碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 3,887 | $28.8 萬 | 0.1% | +219+6.0% | 加碼 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 10,127 | $28.8 萬 | 0.1% | +479+5.0% | 加碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 17,708 | $29.2 萬 | 0.1% | −1,577−8.2% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,764 | $29.2 萬 | 0.1% | +44+2.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,430 | $29.2 萬 | 0.1% | +15+1.1% | 加碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,620 | $29.4 萬 | 0.1% | +78+3.1% | 加碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 13,526 | $29.4 萬 | 0.1% | +14+0.1% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 10,218 | $29.4 萬 | 0.1% | 00.0% | 不變 | – |
| KMXCarMax Inc | COM | 4,582 | $29.5 萬 | 0.1% | +596+15.0% | 加碼 | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 4,323 | $29.5 萬 | 0.1% | −30−0.7% | 減碼 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 6,420 | $29.6 萬 | 0.1% | +6,420 | 新進 | 歷史 |
| CHEChemed Corp | COM | 551 | $29.6 萬 | 0.1% | −103−15.7% | 減碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 4,681 | $29.7 萬 | 0.1% | +4,681 | 新進 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 6,575 | $29.7 萬 | 0.1% | −555−7.8% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 3,633 | $30.3 萬 | 0.1% | +195+5.7% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,192 | $30.3 萬 | 0.1% | +10+0.8% | 加碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 1,138 | $30.5 萬 | 0.1% | −9−0.8% | 減碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 9,425 | $30.6 萬 | 0.1% | +359+4.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,788 | $30.6 萬 | 0.1% | +15+0.8% | 加碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 4,874 | $30.7 萬 | 0.1% | −18−0.4% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 867 | $30.8 萬 | 0.1% | +16+1.9% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,429 | $30.9 萬 | 0.1% | +27+1.9% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 3,955 | $31.0 萬 | 0.1% | +1,263+46.9% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,441 | $31.2 萬 | 0.1% | −131−3.7% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,779 | $31.4 萬 | 0.1% | +42+1.1% | 加碼 | – |
| CHRDChord Energy Corp | COM NEW | 2,335 | $31.4 萬 | 0.1% | −61−2.5% | 減碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 8,425 | $31.4 萬 | 0.1% | +928+12.4% | 加碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,402 | $31.7 萬 | 0.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 9,879 | $31.8 萬 | 0.1% | +9,879 | 新進 | – |
| SXIStandex International Corp | COM | 2,599 | $31.8 萬 | 0.1% | −231−8.2% | 減碼 | 歷史 |
| EHCEncompass Health Corp | COM | 5,893 | $31.9 萬 | 0.1% | +1,416+31.6% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 6,207 | $31.9 萬 | 0.1% | −392−5.9% | 減碼 | 歷史 |
| CNSCohen & Steers, Inc. | COM | 4,998 | $32.0 萬 | 0.1% | +1,214+32.1% | 加碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 4,719 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,545 | $32.5 萬 | 0.1% | +1,545 | 新進 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,698 | $32.5 萬 | 0.1% | +74+4.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,423 | $32.6 萬 | 0.1% | −153−9.7% | 減碼 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 10,734 | $32.6 萬 | 0.1% | −236−2.2% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 473 | $32.6 萬 | 0.1% | −33−6.5% | 減碼 | 歷史 |
| NSPInsperity, Inc. | COM | 2,696 | $32.8 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 8,142 | $32.8 萬 | 0.1% | +445+5.8% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 9,336 | $33.0 萬 | 0.1% | +9,336 | 新進 | – |
| LSTRLandstar System Inc | COM | 1,843 | $33.0 萬 | 0.1% | +72+4.1% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,440 | $33.1 萬 | 0.1% | +186+5.7% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 21,921 | $33.1 萬 | 0.1% | −11,218−33.9% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 2,866 | $33.3 萬 | 0.1% | +81+2.9% | 加碼 | 歷史 |
| ESIElement Solutions Inc | COM | 17,390 | $33.6 萬 | 0.1% | +187+1.1% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 5,516 | $33.6 萬 | 0.1% | +596+12.1% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 4,106 | $33.7 萬 | 0.1% | +501+13.9% | 加碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 13,799 | $33.9 萬 | 0.1% | −873−6.0% | 減碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 5,822 | $33.9 萬 | 0.1% | +149+2.6% | 加碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 13,111 | $34.0 萬 | 0.1% | −1,326−9.2% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 5,183 | $34.4 萬 | 0.1% | −201−3.7% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（46 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 384,868 | $917.5 萬 | 1.9% | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 194,893 | $614.1 萬 | 1.3% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 103,282 | $439.4 萬 | 0.9% | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 88,330 | $423.5 萬 | 0.9% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 60,078 | $205.5 萬 | 0.4% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 23,492 | $165.6 萬 | 0.4% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 21,937 | $163.5 萬 | 0.3% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,328 | $153.9 萬 | 0.3% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 19,312 | $150.0 萬 | 0.3% | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 13,009 | $83.7 萬 | 0.2% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,443 | $79.9 萬 | 0.2% | – |
| iShares Inc464286392 | MSCI WORLD ETF | 4,100 | $44.8 萬 | 0.1% | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 18,132 | $44.0 萬 | 0.1% | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 15,703 | $38.0 萬 | 0.1% | – |
| BWABorgwarner Inc | COM | 9,421 | $37.9 萬 | 0.1% | 歷史 |
| AIMCAltra Industrial Motion Corp. | COM | 6,342 | $37.9 萬 | 0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,727 | $36.4 萬 | 0.1% | – |
| METMetlife Inc | Stock | 4,755 | $34.4 萬 | 0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,917 | $34.2 萬 | 0.1% | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 8,494 | $34.0 萬 | 0.1% | 歷史 |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 9,801 | $29.1 萬 | 0.1% | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 12,287 | $28.1 萬 | 0.1% | – |
| UNPUnion Pacific Corp | Stock | 1,341 | $27.8 萬 | 0.1% | 歷史 |
| SRESempra | Stock | 1,784 | $27.6 萬 | 0.1% | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,262 | $27.3 萬 | 0.1% | 歷史 |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 11,508 | $26.6 萬 | 0.1% | – |
| EQNREquinor ASA | SPONSORED ADR | 7,421 | $26.6 萬 | 0.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 2,146 | $24.9 萬 | 0.1% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,946 | $24.7 萬 | 0.1% | – |
| GMABGenmab A/S | SPONSORED ADS | 5,584 | $23.7 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 5,200 | $22.4 萬 | <0.1% | 歷史 |
| KTKT Corp | SPONSORED ADR | 16,143 | $21.8 萬 | <0.1% | 歷史 |
| UNFUnifirst Corp | COM | 1,124 | $21.7 萬 | <0.1% | 歷史 |
| CNPCenterpoint Energy Inc | COM | 7,161 | $21.5 萬 | <0.1% | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,595 | $21.3 萬 | <0.1% | 歷史 |
| EXEExpand Energy Corp | COM | 2,149 | $20.3 萬 | <0.1% | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 37,545 | $17.7 萬 | <0.1% | 歷史 |
| Copel-ADR20441B605 | ADR | 22,952 | $16.5 萬 | <0.1% | – |
| AXIAYAXIA Energia S.A. | SPONSORED ADR | 20,652 | $16.4 萬 | <0.1% | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 10,704 | $15.3 萬 | <0.1% | – |
| VODVodafone Group Public Ltd Co | ADR | 13,117 | $13.3 萬 | <0.1% | 歷史 |
| DSXDiana Shipping Inc. | COM | 29,360 | $11.5 萬 | <0.1% | 歷史 |
| AQNAlgonquin Power & Utilities Corp. | COM | 11,708 | $7.63 萬 | <0.1% | 歷史 |
| CARMCarisma Therapeutics Inc. | COM | 18,000 | $1.10 萬 | <0.1% | 歷史 |
| VEONVEON Ltd. | SPONSORED ADR | 20,200 | $9,898 | <0.1% | 歷史 |
| CETXCemtrex Inc | COM NEW | 25,368 | $0 | 0.0% | 歷史 |